Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,480
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$73M
3
+$57.8M
4
UPS icon
United Parcel Service
UPS
+$52.5M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1M

Top Sells

1
+$212M
2
+$144M
3
+$124M
4
CLX icon
Clorox
CLX
+$71.1M
5
MRK icon
Merck
MRK
+$65.2M

Sector Composition

1 Technology 18.08%
2 Healthcare 10.39%
3 Industrials 9.87%
4 Consumer Staples 8.27%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25M 0.03%
617,112
+133,324
402
$24.8M 0.03%
246,213
-20,346
403
$24.8M 0.03%
644,328
+8,608
404
$24.8M 0.03%
65,559
-4,112
405
$24.8M 0.03%
1,330,426
+183,617
406
$24.7M 0.03%
211,315
+625
407
$24.6M 0.03%
728,552
-82,394
408
$24.3M 0.03%
198,247
-24,016
409
$24.2M 0.03%
533,898
+6,532
410
$24.2M 0.03%
85,357
+8,477
411
$24.2M 0.03%
769,065
+32,717
412
$24.2M 0.03%
853,733
+308,635
413
$24.1M 0.03%
1,027,982
+278,885
414
$24.1M 0.03%
106,974
-4,100
415
$24.1M 0.03%
50,089
-1,787
416
$24M 0.03%
485,317
+6,088
417
$23.9M 0.03%
341,750
+150,024
418
$23.9M 0.03%
346,749
+8,495
419
$23.8M 0.03%
174,296
-6,960
420
$23.6M 0.03%
144,613
+18,382
421
$23.6M 0.03%
420,890
+5,455
422
$23.4M 0.03%
200,552
-47,472
423
$23.2M 0.03%
98,604
+19,262
424
$23.1M 0.03%
106,467
-397
425
$23.1M 0.03%
434,400
+69,177
15 16
17
18 19